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1. transforming human services Social Solutions E e a Pile AAN aa o q 2 az LA AA Florida MIECHV Parents as Teachers ETO FLOHVIS End User Training Social Solutions f transformina human services ill _ Read this Refer to it Love it THE FLORIDA ASSOCIATION OF HEALTHY START COALITIONS FLOHVIS User Manual Florida Home Visiting a PAT Dropbox Site Information System gt MIECHV website FI OHVIS coming soon ETO User Manual Created by Social Solutions and The Florida Association of Healthy Start Coalitions Version 2 0 e Vis pei a a FLOHVIS Social Solutions WA cl rt human services Today s Training Agenda ETO Basics Recording Data in ETO Add Participant View Edit Participant gt Record a TouchPoint Child Record TouchPoints My Caseload Entity Records Dismiss Participant Wrap Up Tips for Using ETO ETO Software is a PC web based software using Internet Explorer 2 ETO works best using Internet Explorer Version 8 or igher g gt E Mac Users you will need to install a conversion application like Boot Camp that will allow you to run Microsoft Office Products in order to use ETO on your Mac Social Solutions transformin g human services Tips for Using ETO Avoid using the Int
2. Any illnesses or complications during No pregnancy or delivery Any hospitalizations since birth No Any current medical conditions No Name of child s health care provider Fake Healthcare MD Date of last physical exam 8 14 2013 Social Solutions transforming human services Child Record TouchPoints Select the TouchPoint you wish to Record Select TouchPoint Select a TouchPoint Select a TouchPoint ial Solutions amp Soc a Solutions My Caseload Overview My Caseload can be used to directly associate a Participant with one or more Staff members An ETO Part on the Home Page is called My Caseload This can be a useful shortcut for staff to easily access the dashboards of Participants on their caseload No records to display ial Solutions amp Soc a Solutions My Caseload After selecting Add on the My Caseload part check the boxes in front of the names that you wish to add to your caseload Select Save Note Once there is an end date on a caseload the participant will no longer be visible to the caseworker if caseload security enabled regardless of if the end date is in the future Staff Config Admin MA Lafal o Pl Page size Page 1 of 1 rows 1 to 2 of 2 Name SSN DOB Zip Code Caseworker Start Date Co a a B E B B 5 4 1980 21201 E Glenn Fake lt 5 Sally Fake Ie 4 1 gt LPi Page size Page 1 of
3. Dismiss Participant Select the End Date for the Participant Select the Dismissal Reason Select Dismiss Dismiss Participants from Pinellas fake fake End Date ae Dismissal Reason Completed service cycle Successfully Completed Transitioned to another program Moved out of service area Regularly missed scheduled visits Could not be located Family dissatistied with PAT Family lett for other reasons Program cut services Social Solutions transforming human services Add Entity Entities are added into ET O using the Add Entity feature One option is located on the Navigation Bar ME Participant History gt My Work Entities Find Entity Add New Enry QU Another option is located in the View Edit Entity New tab on the Quick Search Bar Review Entity Efforts NEV at the top of the Home Page Home Quick Search To Do List Messages My Favorites My Dashboard Add Entity Add Participants New P Add Participant P Add Entity Social Solutions transforming human services Add Entity After entering the Entity Name you must also select the Entity Type which will ALWAYS be Service Providers Complete any other field that you have the data for Add New Entity Entity ame Entity Type Funding Source Address 1 Is an Individual ef os a tve Address 2 Phone Number B Zip Code o Enterprise Level a BD Select w Copy
4. access to It Social Solutions M3 SOC transforming a ETO Terminology Participant 2 This is the ETO word for an individual who receives services from a program In FLOHVIS this is only the Primary Caregiver We will use the terms Participant and Primary Caregiver interchangeably TouchPoint gt A questionnaire form that captures static data or tracks changes in knowledge belief attitude and or behavior periodically Most of your data will be entered in TouchPoints ETO Terminology Site Program Parents As Teachers County County Each MIECHV PAT site has its own site in ETO FLOHVIS Primary caregivers are added as Participants in the Site Parents As Teachers County and are then enrolled into the Program County Various TouchPoints are completed while the primary caregiver is enrolled in this Program This is the only program available Parents as Teachers Alachua Alachua Parents as Teachers Bradiord Bradford Available MIECHV Parents as Teachers Manatee Manatee Sites Programs Parents as Teachers Pinellas Pinellas Parents as Teachers Putnam Putnam Our training Site Program is Parents as Teachers Training Fake Program Social Solutions transformin g human services ETO Terminology TouchPoints in ETO Contact Personal Visit Record Relationship Assessment Edinburgh EPDS Tool RAT Family Member Information Safety Plan Status Family
5. Business Address Address 1 ix Select Address 2 Zip Code Email Suffix Select Notes Social Solutions transforming human services Add Entity Add any notes about the Entity that may be helpful to you or your staff Select Add Entity to the System to create a new record for the Entity Entity Notes Social Solutions transforming human services Add Entity Let s Add an Entity 1 Select Add Entity 2 Start whatever name you choose with Fake Example Fake Florida Medical Center 3 Select Service Provider as the Entity Type 4 Select Add Entity to the System Social Solutions transformin g human services View Edit Entity Updates to Entities are made using the View Edit Entity feature located in the navigation bar or Quick Search Bar Search for the Entity by Name Click on the name of the entity View Edit Entity Search by partial Entity Name Entity Type Sub Type or Contact Last Name To see all Entities leave the box empty View Edit Enti Search by partial Entity Name Entity Type Sub Type or Contact Last Name gt Search To see all Entities leave the box empty Matches for All Entities Fake Entity Show Entity Type Fake Entity 1 Show Entity Type Social Solutions transforming human services View Edit Entity Make updates to the Entity and then select Update Click Entity Type o
6. Dashboard You can search by partial or full first name partial or full last name SSN or Case Number Leave the search terms box empty to see a list of all active participants in the program Be sure to also search at the site level in case the Participant was enrolled in the program previously but then dismissed The Quick Search box can also be used for Entities Change the within box from Participant to Entities to find and work with an entity record Social Solutions 44M SOC mr a Quick Search Click on the name of the participant you would like to work with You will then see a menu with actions you can take Click on any of the links to work with the participant in the software Program History irom Program ial Solutions g Soc a Solutions Add New Participant Participants are added into ETO using the Add Participant feature located on the Home Page Let s add a new participant Add Participant Add New Participant Case Number First Name Day Select Select LJ Middle Initial Last Name DOB SSN Address 1 Address 2 Zip Code Home Phone Work Phone Cell Phone Email Referral Source FL Gender Race FL American Indian or Alaska Native E Asian Black or African American El Native Hawaiian or other Pacific Islander White El Declined to self identify Social Solutions oe e tr
7. Profile Visit Frequency Goal Tracking Child Record Group Connection Attendance The TouchPoints below can only be completed AFTER the Child Life Skills Progression Record is created Caregiver 2 ASQ 3 MIECHV Benchmark Evaluation gt ASQ SE Perceived Stress Scale gt H O M E Inventory Referral Tracking Health Record Social Solutions trans forming human services gt Life Skills Progression Child o gt Logging in to ETO software Universal URL etosoftware com Your user name and password are case sensitive You will be prompted to change your password right away and every 90 days for security reasons ETO software Username Password Forgot your password ari _ Guest Entity Login Social Solutions transformin g human services ee Basic Navigation When you log on you see your Home Page It has links to the features you will use most often in ETO The My Dashboard feature has been customized for use as your Home Page Add New Participant sitin Information System VI S View Edit Participant Record a Touchpoint Dismiss Participant 1 Remove me Fake 10 9 2013 Remove ke fakerson 11 8 2 a Dashboard Search A My Recent TouchPoints Dashboard Search Take Action TouchPoint Name Date Completed Date Last Updated View Edit Delete Add Similar Goal Tracking fakerson fake 6 6 2013 View Edit D
8. 1 rows 1 to 2 of 2 EE mT 1 1 1990 94596 Social Solutions transforming human services My Caseload Once a participant has been added to your caseload they will appear in the My Caseload part on your dashboard ea My Caseload Add Take Action Participant Start Date Remove Glenn Fake 5 9 2013 Your name will appear in the My Caseworkers part on the Participants Dashboard Glenn Fake s s Caseworkers Start End Date Take Action Date Edit Config 5 9 7013 Pending Admin Siatftft Social Solutions transforming human services My Caseload To remove a participant from your caseload select Remove next to their name y oa My Caseload Take Action Participant Start Date Remove Glenn Fake 5 9 2013 Select OK Select the Date and Reason they are being removed from your caseload Note there is a known bug in the caseload dismissal reasons Participant Glenn Fake Only the last two options should show ad pae pas E 1 Dismissed from program 2 Transferred to another worker Dismissal Reason ma Cancel Remove Social Solutions Remove transforming human services Select Remove Ps Se Dismiss Participant When would dismiss a Participant from a program Dismissal Reasons in ETO same as PAT Exit Record two more Completed service cycle 2 Transitioned to another program 2 Moved out of service areas gt Regularly missed sche
9. 41 Email fakema ma gfa ke com social Solutions Any changes made will be captured in the Audit Report A M p View Edit Participant Let s update a participant in ETO software 1 Select View Edit Participant 2 Change a phone number 3 Click Submit to save you changes 4 Review your changes on the Audit Report Social Solutions transforming human services Participant TouchPoints Outcomes are tracked using TouchPoints TouchPoints are used to track information and measure progress over time TouchPoints can count the number of contacts with Participants and can track time spent working with participants TouchPoints can be taken for individuals or groups attendance TouchPoints may have sub forms which can only be completed after the Primary TouchPoint has been completed The Child Record TouchPoint has sub forms Social Solutions trans forming human services Participant TouchPoints TouchPoints can be recorded by using the Record a TouchPoint Link on the Home Page Record a Touchpoint TouchPoints can also be recorded using the Quick Search dropdown option View Record TouchPoint y v Fake Mama 3 v Fake 4 fakers Mama Fake s Dashboard View Edit Program History n r es pm a C EA PAP PA JISMISS Trom prodral iii e u a n ur a a E af Ti a E wa fe amp Social Solutions transforming human services Participant Touc
10. View Edit Participant To view or make change to demographics for your participant select View Edit Participant link from the Home Page Plorida Home Visiting Information System IF LOH VIS View Edit Participant Record a Touchpoint Add New Participant Dismiss Participant ial Solutions amp Soc a Solutions View Edit Participant Search for the Participant by last name Search for Participants in PAT Alachua by partial Last Name SSN or Case Number O Include Dismissed Participants in results To see all Participants leave the box empty 1 o fake fake 4 5 2008 unknown 11491 2 0 Fake Mama 4 8 1986 111 11 1111 11467 3 o Fake Virginia 5 8 1993 123 45 6789 11492 4 ao fakerson fake 2 2 2010 unknown 11493 Once you locate the Participant click on their name Social Solutions transforming human services View Edit Participant From the View Edit Participant screen you can update addresses phone numbers and other demographic information Edit Participant Program History Audit Report Status Currently Enrolled Added to system on 9 23 2013 52 days ago Last Updated by Fake Staff on 10 3 2013 Case Number First Name Middle Initial Last Name DOB 1986 set DOB SSN Address 1 Address 2 Zip Code 21220 Middle River MD Baltimore Home Phone 410 555 9876 Work Phone 410 555 8962 Cell Phone 443 555 21
11. ailable via the Home 5 Page Dashboards or Quick search You should rarely need to use the Navigation Bar to complete your work with your Participants Social Solutions transforming human services Basic Navigation Basic Buttons Fake Staff Your Name This links you to My Account where you can control your user account s settings email address and password under this button Home Page Use this button to route back to your homepage from any other page in the software Be sure to submit save your data before doing this Help Opens a menu of links to the online ETO Help Manual Training resources a form to submit to Customer Support and a Chat option to communicate online with Customer Support Log Off Be sure to click this to properly log out of ETO keeping your site secure and data safe Do NOT just exit out of your Internet Explorer browser Social Solutions trans forming human services Quick Search Before adding a participant perform a search in ETO to make sure there is not already a record for them The most popular search option is the Quick Search which is one of the green tabs at the top of the screen Social Solutions trans forming human services Quick Search To Do List Messages My Dashboard Participant 4 Alachua Search arents As Teachers Alachua Home New My Favorites Enter Search Term s My
12. ansforming human services E Add New Participant Make sure that the Enroll in Program box is checked at the bottom of the Demographic Screen The Program Start Date defaults to today but can be changed if they enrolled prior to today Select Add Participant to create the new record for the Participant Enroll in Program Y Alachua Feb 18 Program Start Date gt Add Participant SOC al Solutions Add New Participant Once the participant is added you will be directed to the Participants Dashboard gt fake fakerson f Child Record fA Goal Tracking DOB 2 2 2010 Take Action Dashboard DOB Take Action Goal Name Progress Rating Age 3 years View Edit Delete Add Similar Child Record Dashboard 10 28 2013 View Edit Delete Add Similar Mental Health Partially Completed New New a fake Eakerson s Caseworkers E Recent Referrals Take Action Date Completed Date Last Updated Service Provider Referral Service Status View Edit Delete Add Similar 11 6 2013 11 6 2013 Fake Medical Center Service ongoing Take Action Staff Start Date End Date New Edit Fake Staff 11 8 2013 Pending f fake fakerson s Recent TouchPoints Take Action TouchPoint Date Completed View Edit Delete Add Similar Goal Tracking 11 6 2013 View Edit Delete Add Similar Referral Tracking 11 6 2013 View Edit Delete Add Similar Child Record 11 6 2013 New Social Solutions transforming human services
13. cial Solutions transforming human services Child Record TouchPoints Access the Participant s Dashboard using the Quick Search option Look for the Child Record Dashboard Part Select the Child Record Dashboard A Child Record Take Action Dashboard ee e EnH CASE DOB Name Name View Edit Delete Child Record Becky Fake 5 27 2013 Add Similar Dashboard New ial Solutions amp Soc a Solutions Child Record TouchPoints The information entered on the Child Record TouchPoint will appear on the left On the right you will see a Recent TouchPoints Part Select New to reveal the additional TouchPoints available irginia Fake s Child Record Primary TouchPoint Dashboard FA Child Record Information Z Recent TouchPoints Child First Name Becky Subject Date Date Last Audit Creation Recorded Attributed Staff a Take Acti TouchPoint Collection Na Stat Identifie elected a a on Touc Program me Type atus Completed Updated seni r i View Edit Delete ASQ 3 PAT Fake Participant Enabled 10 8 2013 10 9 2013 10 8 2013 Fake Staff DOB 5 27 2013 Add Similar Alachua Virginia SSN 123456789 New Child Age At Enrollment Birth Mother enrolled during pregnancy Gender Female Race White Ethnicity Hispanic or Latino What kind of psh ES does Private health insurance from your job or the job your child have of y rtner or parents Child s Due edi 5 15 2013 Birth weight pounds 2700
14. duled visits Gould not be located gt Family dissatisfied with PAT gt Participant no longer Primary Caregiver 2 Death of Target Child 2 Family left for other reasons gt Program cut services Social Solutions transformin g human services Dismiss Participant Select Dismiss Participant from the Home Page Florida Na Reon Dottie Florida Home Vis iting AGO Mew al iC ipan Maternal Infant amp Information System Early Childhood E LO H V S View Edit Participant Vins Initiative Record a Touchpoint Dismiss Participant Social Solutions transforming human services Dismiss Participant Search for the Participant to be dismissed Check the box in front of their name Select Dismiss Same Date and Reason Search for Participants in PAT Alachua by 1 partial Last Name 2 SSN 3 Case 4 Family Name Last Name SSN Case fake First Name mama Family Name SEARCH e To see all Participants leave the boxes empty e To search for Participants by partial Last Name use the text box to the left e To further define your search use the text box to the right Showing all Pariticpants matching fake who are currently enrolled in PAT Alachua CO Select All Participants i O Fake Mama DOB 4 8 1986 SSN 111 11 1111 Case 11467 Social Solutions transforming human services DISMISS DIFFERENT DATES REASON DISMISS SAME DATE REASON A D
15. elete Add Similar Referral Tracking fakerson fake 6 2 6 2013 JQ View Edit Delete Add Similar Child Rec fakerson fake 16 6 2013 View Edit Delete Add Similar Child Recor Fake Virginia 8 9 2 Recent Particpants ew Edit Delete Add Similar Edinburgh EPDS Fake Mare 1 3 New Name are Fake Social Solutions transforming human services Basic Navigation New Quick Search To Do List Messages My Favorites My Dashboard Quick Search Bar Home This returns you to the Home Page New Allows you to add new participants and entities Quick Search Allows you to search active participants in your program site and then select an action to complete with the selected individual To Do List This takes you to the your personal i e your user account To Do List which shows reminders that you set on assessments or efforts Messages Send new messages or read received messages from this tab When you have a new message this tab will turn red My Favorites This tab allows you add features and reports that you use often My Dashboard This dashboard is YOU centric see everything related to your work in the software Social Solutions transforming human services Basic Navigation The Navigation Bar The traditional Navigation Bar is on the right hand side of your screen b Participants b Participant History All of the features that appear on _ i b Entities this bar are av
16. ernet s back button 5 del a 60 minutes of no activity Your session with ETOSoftware will time out in 5 minutes a 15 16 PM nani interact edit submit etc with the softwar This time out is for security reasons i r SESSIO a med out opy and notes y ing into another application eg Word Always logout when you are done Help Welcome Fake Staff Home Page Log Off Social Solutions eZ transforming human services ETO Terminology Demographics Contact information background information and facts about a participant that will not change e g Date of birth SSN The Demographics page is the participant s core record and moves with them from program to program within ETO Dismissal 2 Dismissal makes a participant Inactive in a particular program For instance when a participant has completed all goals for the Parents As Teachers program you will dismiss the participant from ETO with a dismissal reason of completed program Social Solutions transforming human services ee _ ETO Terminology Entities 2 A record for any type of third party that is relevant to the work that PAT does E g staff members and outside service providers that receive referrals trom PAT Navigation Bar 2 The green menu bar on the right hand side of the screen This is usually collapsed but to perform some function e g running reports you may need
17. hPoints Parents as Teachers Participant TouchPoints Select TouchPoint lect a louchPoint tal ouchPoint Sele ial Solutions g Soc a Solutions Participant TouchPoints Let s review a few of the TouchPoints Family Profile MIECHV Benchmark Evaluation Edinburgh EPDS Referral Tracking Group Connections Child Record Can be completed for multiple participants Additional TouchPoints are made available after completion Social Solutions trans forming human services Multiple Participant TouchPoints When Recording a TouchPoint for Multiple participants the TouchPoint will open to the All tab Whatever is entered there will appear on each participant s record Individual records can be changed by selecting that participant s name ARAN aia 1911 14 2013 tol All Fate Mama i is is being completed by Fake Staff on behalf of Select 7 Fake Virginia GQ fakerson fake ia Add roup Connection Attendance y Notes Social Solutions transforming human services Child Record TouchPoints Once the Child Record TouchPoint has been completed there will be additional Child specific TouchPoints available Child Record for Mama Fake on AA Ea This is being completed by Fake Staff on behalf of MIECHY Enrollment Form Child First Name Child Middle Name Child Last Name D0B mwy JA SSN So
18. r Subtype to update these fields View Edit Entity Enabled Disable View Fake Entity s Dashboard Program Information Entity Sub Types Address 1 Phone Number Address 2 Is an Individual Zip Code o Enterprise Level Contact Info Add New Contact Add Existing Contact Entity Notes _ A Social Solutions e Entities can also be Disabled from this page transforming human services A Internal Support Florida ETO Administrator Contact information y N lt bl Co gt y y was aio a aval d gt wa wl D A ma Ya y Y y fal k i Y ai N A Y A ANY H A 7 E a i Y A 1 y sae var A VA A i a oe g un Y Fee fw lt D 5 Vilw ON Ya Y sl a _ z J ww SS by gt PA gt VFS youl Administt E El d N E Y ator Virginia Holland Social Solutions transforming human services Contacting Social Solutions Support e Your TouchPoint won t save Social Solutions Support Phone 866 732 3560 Ext 2 Email supportOsocialsolutions com e Your report wont open e You re getting a weird error message e What should you do social Solutions 48 gt 0C al Solutions

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